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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,584 | $133,998-38.4% | $112,263-26.4% | $134,545-38.6% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -31.21% | 47.17%-78.4pp | 27.49%-58.7pp | 418.37%-449.6pp |
| Employer contribution / active EE | $5,101 | $4,040+26.2% | $3,636+40.3% | $4,742+7.6% |
| Participant deferral / active EE | $1,742 | $5,292-67.1% | $4,729-63.2% | $6,401-72.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |